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ONE MADISON GROUP LLC 13F portfolio summary

ONE MADISON GROUP LLC of ONE MADISON GROUP LLC has 27 current stock holdings with a reported portfolio value of $1.04B. The portfolio 1 year return is +14.70%. Top holdings include CR (7.61%), XPO (6.91%), AMZN (6.87%), TTWO (5.65%), JCI (5.62%).

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ONE MADISON GROUP LLC

ONE MADISON GROUP LLC
Latest filing: 2026-06-30

ONE MADISON GROUP LLC runs ONE MADISON GROUP LLC and currently holds 27 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.04B. Their top holdings are CR, XPO, AMZN, TTWO, JCI. The top five represent 32.7% of reported portfolio weight. ONE MADISON GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ONE MADISON GROUP LLC initiated 2 new positions. They added to 12 existing positions. They trimmed 11 positions. Their current best-performing preview position is LOAR with returns of +40.71%.

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Top 5 Holdings
CR7.6%
XPO6.9%
AMZN6.9%
TTWO5.6%
JCI5.6%
Top 5: 32.7%
Portfolio Returns
1 Year
+14.70%
#0/1000
3 Year
+40.79%
#0/1000
5 Year
+40.79%
#0/1000

Portfolio Value

$1.04B

Alpha Score

33.0

#0 of 1000

Holdings

27

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27 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
CR
CRANE COMPANY
7.61%$152.80$208.35+36.35%
Trimmed
-1.26%
XPO
XPO INC
6.91%$132.90$197.74+48.79%
Added
+3.98%
AMZN
AMAZON COM INC
6.87%$218.66$258.63+18.28%
Added
+11.11%
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
5.65%$196.58$239.62+21.89%
Added
+9.81%
JCI
JOHNSON CONTROLS INTERNATION
5.62%$142.62$143.05+0.30%
Added
+334.78%
GEV
GE VERNOVA INC
5.42%$328.93$956.64+190.83%
Trimmed
-20.00%
LOAR
LOAR HOLDINGS INC
5.35%$72.60$75.04+3.36%
Trimmed
-0.72%
RBC
RBC BEARINGS INC
4.95%$486.45$505.61+3.94%
Added
+33.33%
GOOG
ALPHABET INC
4.92%$245.99$341.75+38.93%
Trimmed
-12.12%
WWD
WOODWARD INC
4.91%$303.68$343.26+13.03%
Added
+19.57%

Showing 1-10 of 27